Data Migration Tool.
This tool will help MFI's who are using Mifos and wants to move to MifosX.
- Migration of Centers, Groups, clients entity wise
- Client Family details
- Migration of Loans – both individual client and group loans
- Support for Flat Rate of interest type
- Support for Declining Balance interest rate type
- Migration of Individual clients i.e. clients not associated with any groups or Center
- Migration of groups independent of centers
- Migration of Additional fields – Questions groups
- Validations for
- Mandatory field in MIFOS
- Range checks on the loan product offerings
- Hierarchy check to validate the loan officer -> Center -> Group->Client link
- Loan Product Applicability : Products applicable to groups should have loans created for the groups only and not clients
- Loan creation with product frequency Mismatch : Validation such that the recurrence for the loan product matches the customer/center schedule
- Date Validations :
- Loan creation date should be greater than center creation date ( or MFI joining date)
- Group MFI joining date should be greater than center creation date
- Disbursement date in loan account cannot be less than loan creation date
- Should not allow future dated values for MFI joining date, loan creation date etc
- Migrating One Time fees
- Migrating Group loans
Download & Documentation
Installing Kettle
You can download Pentaho Data Integration (PDI), also known as Kettle, from Sourceforge.net. Go to http://www.pentaho.com/download/ if you are looking for Pentaho Enterprise Edition (EE) of PDI.
Prerequisites
Kettle requires the Sun Java Runtime Environment (JRE) version 1.5 (also called 5.0 in some naming schemes) or newer. You can obtain a JRE for free from http://java.sun.com/.
Installation
PDI does not require installation. Simply unpack the zip file into a folder of your choice. On Unix-like operating systems, you will need to make the shell scripts executable by using the chmod command:
cd Kettle
chmod +x *.sh
Spoon Introduction
Spoon is the graphical tool with which you design and test every PDI process. The other PDI components execute the processes designed with Spoon, and are executed from a terminal window.
Starting Spoon
Start Spoon by executing spoon.bat on Windows, or spoon.sh on Unix-like operating systems. As soon as Spoon starts, a dialog window appears asking for the repository connection data. Click the No Repository button.
Configure source and destination database
Navigate to simple-jndi folder
cd <Kettle>/..\data-integration\simple-jndi\
And append below line to jdbc.properties file and save it.
SourceDB/type=javax.sql.DataSource
SourceDB/driver=org.gjt.mm.mysql.Driver
SourceDB/url=jdbc:mysql://000.00.00.00:3306/mifos?useUnicode=true&characterEncoding=UTF-8
SourceDB/user=conflux
SourceDB/password=confluxtech
DestinationDB/type=javax.sql.DataSource
DestinationDB/driver=org.gjt.mm.mysql.Driver
DestinationDB/url=jdbc:mysql://localhost:3306/mifosx?useUnicode=true&characterEncoding=UTF-8
DestinationDB/user=root
DestinationDB/password=****